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Alphabet
BL
BlackGoat
Community Contributor
Alphabet: The Under-appreciated Compounder Hiding in Plain Sight
Summary Google trades at ~18× forward earnings; the cheapest among the Magnificent 7 Market is too focused on AI threats to Search and antitrust noise Meanwhile, Google is executing across AI, Cloud, and YouTube Key AI differentiator: unmatched distribution across 3B+ users via Search, Gmail, YouTube, Android, Chrome, and Cloud Quietly building a world-class AI infrastructure behind the scenes; including proprietary TPUs and a vertically integrated stack YouTube generated $8.93B in Q1 ad revenue (up 10% YoY); subscriptions hit 270M Google Cloud revenue up 28% YoY to $12.3B; now profitable Optionality from long-term bets like Waymo, DeepMind, and Verily Risk/reward is compelling; a strong candidate to beat the market long term Overview Despite being part of the "Magnificent Seven," Google’s stock lags due to perceived risks around disruption of its Search business from AI competitors and mounting antitrust concerns. But under the hood, Google has quietly built one of the most compelling setups in tech: with deep AI leadership, multiple high-growth businesses, and optionality from long-term moonshots like Waymo.
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US$282.83
FV
30.2% undervalued
intrinsic discount
9.00%
Revenue growth p.a.
Set Fair Value
18
users have liked this narrative
2
users have commented on this narrative
43
users have followed this narrative
Updated
narrative
Planet Labs PBC
AN
andreas_eliades
Community Contributor
Planet Labs: At The Heart Of The Emerging New Space Boom
Planet Labs leads the EO market with the largest satellite constellation, poised to capitalize on the growing demand for Earth Observation and geospatial data from companies and governments. Plunging space launch and GPU computation costs combined with advancements in CubeSat and AI technologies are boosting the utility of Earth Observation data.
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US$11.31
FV
44.5% undervalued
intrinsic discount
30.00%
Revenue growth p.a.
Set Fair Value
17
users have liked this narrative
1
users have commented on this narrative
50
users have followed this narrative
New
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Exxon Mobil
AG
Agricola
Community Contributor
Exxon in Guyana 5 year forecast Low $135 to High $189
Key Assumptions: Successful Guyana and South America Deposits: ExxonMobil’s Stabroek Block in Guyana is assumed to achieve full operational success, contributing significantly to production growth. The block is estimated to hold over 11 billion barrels of recoverable oil, with production scaling rapidly.
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US$189.00
FV
40.8% undervalued
intrinsic discount
14.85%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
1
users have commented on this narrative
9
users have followed this narrative
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Domino's Pizza Group
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Digital Investments And Ireland Expansion Will Boost Future Market Presence
Key Takeaways The Profit Growth Framework aims to enhance revenue and margins through franchisee alignment and store expansion, driving customer and market growth. Investments in digital, supply chain automation, and store expansion in less saturated areas are expected to boost revenue and operational efficiency.
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UK£3.64
FV
33.8% undervalued
intrinsic discount
6.51%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
7 days ago
author updated this narrative
BRD - Groupe Société Générale
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Digital Banking And Green Financing Will Shape Romania's Resilient Future
Key Takeaways Rapid digital banking adoption and branch optimization are projected to increase efficiency, lower costs, and support stronger profit margins and returns. Strategic lending growth and investments in green financing position the company to benefit from macroeconomic trends and drive sustained topline and earnings expansion.
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RON 19.90
FV
1.0% undervalued
intrinsic discount
4.61%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
12
users have followed this narrative
7 days ago
author updated this narrative
NobleOak Life
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Acquisition Of FiftyUp Club And Tech Investments May Strengthen Market Position
Key Takeaways Strategic partnerships and technology investments are expected to boost revenue, margins, and efficiency in a growing market. Acquisition and capital strength enhance profit margins, shareholder returns, and sales through expanded brand awareness and analytics.
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AU$2.98
FV
53.6% undervalued
intrinsic discount
17.86%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
7 days ago
author updated this narrative
Petroreconcavo
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Expansion Of UPGN Miranga Plant And New Drilling Will Strengthen Future Operations
Key Takeaways Accelerated drilling and production capacity expansion present potential for revenue growth as new reserves are leveraged. Operational advancements and strategic investments could improve net margins, reduce costs, and enhance earnings stability.
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R$19.32
FV
28.9% undervalued
intrinsic discount
2.41%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
7 days ago
author updated this narrative
Grindrod
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Maputo Port Upgrades And Richards Bay Expansion Will Improve Future Capacity
Key Takeaways Redeploying locomotives and infrastructure investments in South Africa could enhance asset utilization, revenue, and future earnings. Strategic focus on high-growth projects and operational improvements aims to boost efficiency, revenue, and shareholder returns.
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R17.00
FV
31.2% undervalued
intrinsic discount
16.94%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
7 days ago
author updated this narrative
Dreamfolks Services
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Diversification Into Lifestyle Offerings Will Open New Revenue Streams Internationally
Key Takeaways Expansion into lifestyle offerings and global markets aims to diversify revenue and tap new customer segments, enhancing future growth potential. Strategic client base diversification and service portfolio expansion focus on improving margins and reducing dependency on less profitable offerings.
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₹416.50
FV
66.3% undervalued
intrinsic discount
18.06%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
7 days ago
author updated this narrative
Aguas Andinas
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Biociudad Plan And Network Renewal Will Secure Future Stability
Key Takeaways Planned rate increases and strategic investments aim to boost revenue growth and improve operational efficiency, enhancing Aguas Andinas' margins. Focus on long-term projects and sustainability, such as renewable energy and network renewal, supports financial stability and earnings growth.
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CL$401.25
FV
19.3% undervalued
intrinsic discount
6.38%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
7 days ago
author updated this narrative
Cello World
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
New Glassware Facility Will Expand Product Offerings
Key Takeaways Strategic brand-building and product innovation aims to enhance revenue growth and improve net margins. Consumption-driven demand rebound from favorable policies is expected to improve revenue.
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₹760.17
FV
22.2% undervalued
intrinsic discount
11.15%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
7 days ago
author updated this narrative
CEAT
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
Rising Vehicle Demand And Electrification Will Unlock Global Opportunity
Key Takeaways Strong focus on electrification, premiumization, and global diversification positions CEAT for sustained demand and resilience amid evolving automotive and regulatory trends. Strategic investments in automation, digitization, and sustainability are expected to improve operational efficiency, lower costs, and support long-term profitability.
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₹3.95k
FV
13.9% undervalued
intrinsic discount
9.90%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
7 days ago
author updated this narrative
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